Wealthfront Advisers LLC Has $5.90 Million Position in W.P. Carey Inc. $WPC

Wealthfront Advisers LLC trimmed its stake in shares of W.P. Carey Inc. (NYSE:WPC) by 13.2% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 87,362 shares of the real estate investment trust’s stock after selling 13,341 shares during the quarter. Wealthfront Advisers LLC’s holdings in W.P. Carey were worth $5,903,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. MTM Investment Management LLC bought a new stake in shares of W.P. Carey during the second quarter worth $28,000. Headlands Technologies LLC bought a new stake in W.P. Carey during the 2nd quarter worth $30,000. Salem Investment Counselors Inc. grew its position in W.P. Carey by 1,126.0% during the 3rd quarter. Salem Investment Counselors Inc. now owns 613 shares of the real estate investment trust’s stock worth $42,000 after acquiring an additional 563 shares during the last quarter. True Wealth Design LLC increased its holdings in W.P. Carey by 74.4% in the 3rd quarter. True Wealth Design LLC now owns 661 shares of the real estate investment trust’s stock worth $45,000 after purchasing an additional 282 shares in the last quarter. Finally, Quent Capital LLC bought a new position in W.P. Carey in the third quarter valued at about $52,000. Institutional investors own 73.73% of the company’s stock.

W.P. Carey Price Performance

WPC stock opened at $73.08 on Friday. The company has a quick ratio of 0.25, a current ratio of 0.14 and a debt-to-equity ratio of 1.02. The firm has a market cap of $16.02 billion, a price-to-earnings ratio of 34.63, a PEG ratio of 6.17 and a beta of 0.78. The company’s fifty day simple moving average is $67.31 and its 200 day simple moving average is $67.02. W.P. Carey Inc. has a 12-month low of $54.24 and a 12-month high of $74.29.

W.P. Carey (NYSE:WPC) last posted its quarterly earnings data on Tuesday, February 10th. The real estate investment trust reported $1.27 earnings per share for the quarter, topping the consensus estimate of $1.25 by $0.02. W.P. Carey had a return on equity of 5.67% and a net margin of 27.17%.The firm had revenue of $444.55 million during the quarter, compared to analyst estimates of $433.28 million. During the same period last year, the company posted $1.21 EPS. The business’s quarterly revenue was up 9.6% on a year-over-year basis. W.P. Carey has set its FY 2026 guidance at 5.130-5.230 EPS. On average, analysts expect that W.P. Carey Inc. will post 4.87 earnings per share for the current year.

W.P. Carey Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Thursday, January 15th. Shareholders of record on Wednesday, December 31st were issued a dividend of $0.92 per share. This represents a $3.68 dividend on an annualized basis and a dividend yield of 5.0%. The ex-dividend date was Wednesday, December 31st. This is a positive change from W.P. Carey’s previous quarterly dividend of $0.91. W.P. Carey’s dividend payout ratio (DPR) is currently 223.03%.

Wall Street Analysts Forecast Growth

WPC has been the topic of several research reports. Weiss Ratings restated a “hold (c)” rating on shares of W.P. Carey in a report on Wednesday, January 21st. Royal Bank Of Canada boosted their target price on shares of W.P. Carey from $70.00 to $72.00 and gave the stock a “sector perform” rating in a report on Thursday. Scotiabank lifted their price target on shares of W.P. Carey from $67.00 to $72.00 and gave the stock a “sector perform” rating in a report on Monday, February 2nd. Citigroup increased their price objective on W.P. Carey from $60.00 to $69.00 and gave the company a “neutral” rating in a report on Wednesday, January 14th. Finally, Barclays set a $65.00 target price on W.P. Carey in a report on Tuesday, January 13th. Three investment analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Hold” and an average price target of $69.40.

Key Stories Impacting W.P. Carey

Here are the key news stories impacting W.P. Carey this week:

• Positive Sentiment: Q4 results and earnings call highlighted stronger-than-expected AFFO, revenue and record investment activity, with management reporting positive rent growth and setting FY2026 EPS guidance that implies steady momentum. W.P. Carey Inc (WPC) Q4 2025 Earnings Call Highlights
• Positive Sentiment: W.P. Carey priced an underwritten public offering of €1.0 billion of senior unsecured notes (weighted-average coupon 3.50%, weighted-average term 7.4 years). The financing locks in relatively low rates and multi-year duration to support acquisitions and portfolio activity. W. P. Carey Inc. Announces Pricing of €1.0 Billion of Senior Unsecured Notes
• Positive Sentiment: Management set a 2026 investment volume target of $1.25B–$1.75B and reiterated focus on retail, industrial and tenant-solutions strategies—signals of continued capital deployment to drive AFFO growth. W P Carey outlines $1.25B–$1.75B investment volume target for 2026
• Neutral Sentiment: Analyst and commentary pieces note WPC’s recovery trajectory following prior dividend and corporate actions, highlighting portfolio repositioning, dispositions and large new lease acquisitions—bullish operational signs but reliant on execution. W. P. Carey: The Rebound Continues
• Neutral Sentiment: Third-party summaries and transcripts (Zacks, Seeking Alpha) corroborate beats on AFFO/revenue and document the earnings call detail—useful for due diligence but largely reiterative of the company’s reported results. W.P. Carey’s Q4 FFO & Revenues Surpass Estimates

About W.P. Carey

W. P. Carey Inc is a diversified net-lease real estate investment trust specializing in single-tenant commercial properties. The company structures sale-leaseback and build-to-suit transactions to provide long-term net lease financing across a variety of asset classes, including industrial facilities, office buildings, retail centers and self-storage facilities. By employing triple net leases, W. P. Carey transfers property operating expenses, taxes and maintenance responsibility to tenants, creating a stable, predictable income stream for investors.

Founded in 1973 by William Polk Carey, the firm has expanded organically and through strategic mergers and acquisitions.